Purchases and Sales Made in Q4 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q4 2023. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-530- 5.19% |
$32.9K - $36.3K
|
9.67K
$594K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-543- 4.03% |
$33.7K - $37.2K
|
12.9K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-573- 1.23% |
$35.5K - $39.3K
|
46.1K
$2.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-592- 57.03% |
$36.7K - $40.6K
|
446
$27.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-596- 6.32% |
$37K - $40.9K
|
8.83K
$542K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 37.5% |
$37.2K - $41.1K
|
1K
$61.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-600- 6.77% |
$37.2K - $41.1K
|
8.27K
$507K
|
|
|
Feb 06, 2024
Q4 2023
|
Scp Investment, LP
|
SELL
|
- |
-600- 6.45% |
$37.2K - $41.1K
|
8.7K
$534K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-604- 0.62% |
$37.5K - $41.4K
|
97.4K
$5.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-605- 90.16% |
$37.5K - $41.5K
|
66
$4.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-605- 14.17% |
$37.5K - $41.5K
|
3.67K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-611- 9.4% |
$37.9K - $41.9K
|
5.89K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-615- 5.97% |
$38.2K - $42.2K
|
9.7K
$595K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-616- 7.72% |
$38.2K - $42.2K
|
7.37K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-635- 4.32% |
$39.4K - $43.5K
|
14.1K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-652- 2.3% |
$40.5K - $44.7K
|
27.7K
$1.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-656- 6.87% |
$40.7K - $45K
|
8.9K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-665- 1.22% |
$41.3K - $45.6K
|
53.9K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-674- 5.27% |
$41.8K - $46.2K
|
12.1K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-676- 5.92% |
$41.9K - $46.3K
|
10.7K
$659K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-678- 0.4% |
$42.1K - $46.5K
|
168K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-683- 8.46% |
$42.4K - $46.8K
|
7.39K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-686- 6.4% |
$42.6K - $47K
|
10K
$615K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-700- 17.11% |
$43.4K - $48K
|
3.39K
$208K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-707- 14.67% |
$43.9K - $48.5K
|
4.11K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-707- 12.24% |
$43.9K - $48.5K
|
5.07K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-723- 4.58% |
$44.9K - $49.6K
|
15.1K
$924K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-726- 7.33% |
$45K - $49.8K
|
9.18K
$563K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-728- 4.44% |
$45.2K - $49.9K
|
15.7K
$962K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-734- 11.23% |
$45.5K - $50.3K
|
5.8K
$356K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-744- 19.42% |
$46.2K - $51K
|
3.09K
$189K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-750- 2.73% |
$46.5K - $51.4K
|
26.8K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-769- 2.46% |
$47.7K - $52.7K
|
30.5K
$1.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-769- 7.52% |
$47.7K - $52.7K
|
9.46K
$580K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-771- 9.05% |
$47.8K - $52.9K
|
7.75K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-785- 23.97% |
$48.7K - $53.8K
|
2.49K
$153K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-792- 10.0% |
$49.1K - $54.3K
|
7.13K
$437K
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-800- 13.79% |
$49.6K - $54.8K
|
5K
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-804- 16.16% |
$49.9K - $55.1K
|
4.17K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-815- 11.65% |
$50.6K - $55.9K
|
6.18K
$379K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-815- 4.43% |
$50.6K - $55.9K
|
17.6K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-818- 18.8% |
$50.7K - $56.1K
|
3.53K
$217K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-819- 2.41% |
$50.8K - $56.1K
|
33.2K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-824- 2.05% |
$51.1K - $56.5K
|
39.3K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-827- 2.23% |
$51.3K - $56.7K
|
36.2K
$2.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-840- 2.58% |
$52.1K - $57.6K
|
31.8K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-845- 2.67% |
$52.4K - $57.9K
|
30.8K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-859- 15.83% |
$53.3K - $58.9K
|
4.57K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-860- 4.91% |
$53.4K - $59K
|
16.7K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-860- 12.9% |
$53.4K - $59K
|
5.81K
$356K
|